Stratos Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Stratos Wealth Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,023	Closed	-$209K	–	701
2023 Q3	$209K	Sell	3,023 -1,475	-33%	-$106K	0.01%	617
2023 Q2	$328K	Buy	4,498 +64	+1%	+$4.67K	0.02%	498
2023 Q1	$319K	Buy	+4,434	New	+$311K	0.02%	484
2022 Q1	–	Sell	-3,013	Closed	-$239K	–	530
2021 Q4	$239K	Buy	+3,013	New	+$240K	0.02%	501

Other funds holding ESGD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stratos Wealth Advisors's ESGD Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2023, closing a stake of 3,023 shares — an estimated $209K sold.

Stratos Wealth Advisors first reported a position in ESGD in Q4 2021 and held it in 4 quarters. The position peaked at $328K in Q2 2023. 576 funds tracked by Wall St. Rank hold ESGD as of Q4 2023.

Stratos Wealth Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 3,023 iShares ESG Aware MSCI EAFE ETF shares in Q4 2023, an estimated $209K.
Stratos Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 4 quarters.
Stratos Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $328K in Q2 2023.
576 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.